iPad Air：稳步迭代至 M4，性能再进阶 代码显示，新款 iPad Air（代号涵盖 J707 至 J738）将从当前的 M3 芯片升级至 M4 芯片。虽然 从 M3 到 M4 的跨度不如入门级机型那样巨大，但这依然能为老款 iPad 用户带来可感知的性能提 升。对于追求性价比与高性能平衡的用户而言，M4 版 iPad Air 依然极具吸引力。 科技媒体 Mac World 12 月 10 日发布博文，通过分析一份苹果内部代码文件（源自 iOS 26 预览 版）， 揭示了 2026 年 iPad 产品线的核心规划。 泄露信息显示，苹果计划更新入门级 iPad 和 iPad Air 两条产品线，重点通过芯片迭代来提升性 能，以适应日益复杂的计算需求。 入门级 iPad：A19 芯片加持，全面拥抱 AI 2026 款入门级 iPad（代号 J581 和 J582，也称 iPad 12，或者 iPad 第 12 代）将迎来该系列 史上最显著的规格升级。该机型将搭载与现款 iPhone 17 相同的 A19 芯片。相比现有的 A16 芯 片， A19 的处理速度提升约 50% 。 更关键的是，为流畅运行 App ...

【环球网科技综合报道】12月11日消息，据MacRumors报道，2026年推出的12代入门级iPad或搭载 iPhone 17同款A19芯片，这一配置将打破苹果延续多年的产品策略。该报道称其获取的苹果内部代码文 档显示了这一突破性信息。 来源：环球网 此前MacRumors曝光的文档曾预测iPad 12搭载A18芯片，而A19芯片刚随2025年iPhone 17系列亮相。从 成本控制逻辑看，苹果向来不会将最新A系列芯片用于入门级iPad，这一惯例自2017年iPad 5起已延续 近十年——当时iPad 5选用了2015年iPhone 6s的A9芯片，此后历代入门iPad均搭载比同期iPhone落后1-2 代的芯片。 以现有机型为例，2025年3月发布的iPad 11用的是2022年iPhone 14的A16芯片，2022年的iPad 10搭载 2020年的A14芯片，芯片代际差清晰可见。若iPad 12真用A19，将是自2012年iPad 4后，入门款首次配备 苹果当前旗舰级芯片。 报道中iPad 12的代号J581、J588也引发关注，因苹果代号通常按序列命名，此前曝光的入门级iPad 12代 号为J58 ...

近日，据外媒报道，苹果计划在2026年对多款iPad进行更新，其中iPad Air预计在2026年3月至4月推出 全新版本。外观方面暂无设计变动，仍提供11英寸和13英寸两种尺寸，继续采用LED技术，而非OLED 屏。 值得一提的是，由于iPhone17新机的上市，导致iPhone16价格持续走低。据权威科技媒体报道， iPhone16在拍易得【www.paiyide.net】最新一期的活动中成交价仅239元，创下了该机上市以来的价格 新低，浏览器访问拍易得官网www.paiyide.net可获得最新详情！ 2025款iPad Air 据CNMO了解，新款iPad Air将继续配备USB-C接口、顶 部Touch ID按钮以及相同的前后摄像头配置。外观方面 虽然可能会有新配色选项，但鉴于这是一次小幅度更 新，新颜色并不确定。配件方面没有更新的传闻，新平 板预计将继续兼容Magic Keyboard和Apple Pencil Pro。 2026款iPad Air核心硬件或将升级为全新M4芯片。M4基 于改进的3nm工艺打造，CPU核心数最高可达10核，性 能比现款的M3提升约30%，GPU提升约21%，并在能效 ...

Core Insights - The release of the new M5 iPad Pro provides insights into the future development direction of Apple's iPad product line, with a clearer roadmap for 2026 [1] Product Development Timeline - In 2026, Apple is expected to launch the next generation iPad Air, which will feature the M4 chip, offering a performance improvement of 10% to 20% compared to the M3 chip [1] - The entry-level iPad, priced at $349, will receive an upgrade with the A18 chip and will introduce Apple Intelligence features for the first time [1] - The iPad mini is set for its first update since 2024, potentially incorporating the A19 Pro chip and a significant upgrade to an OLED display [1] Market Outlook - Overall, 2024 is anticipated to be a relatively quiet year for iPad releases, aside from the iPad mini update [2]

Core Insights - The article discusses the price drop and features of Apple's Mac mini M4, highlighting its competitive pricing and performance capabilities in the current market [1][2][24] Pricing and Market Position - The Mac mini M4 was launched at a starting price of 4499 yuan, but it has now dropped to 2879.2 yuan during the 618 shopping festival [1] - This pricing positions the Mac mini M4 as a strong contender in the market, especially when compared to the cost of a decent graphics card [2] Product Features - The Mac mini M4 features a compact design made of aluminum and magnesium alloy, with a new mold and multiple connectivity options including Type-C and Thunderbolt 4 ports [2][4] - The M4 chip is highlighted as a key selling point, offering a full 10-core CPU compared to the limited version found in the more expensive iPad Pro [7] - Performance benchmarks indicate that the Mac mini M4 can render a 10-minute 4K H.265 video in 11 minutes and 37 seconds, showcasing its efficiency in video editing tasks [7] User Experience - The Mac mini M4 provides a seamless experience within the Apple ecosystem, allowing for easy file synchronization and editing across devices [9][19] - It is particularly recommended for creative professionals, light developers, and students due to its strong performance in video editing and design software [16][24] Limitations - The Mac mini M4 is not suitable for gaming, as many games lack native support for macOS, leading to poor performance and user experience [11][22] - Users may face challenges with the absence of USB-A ports, necessitating additional purchases for adapters or docks [15][17] - The learning curve associated with transitioning from Windows to macOS may deter some users [13][24] Target Audience - The Mac mini M4 is ideal for creative professionals, light developers, and home office users, while gamers and users requiring specific software not available on macOS should consider alternatives [16][21][24]

Key Points - The article discusses significant developments in the tech industry during the week of March 3-9, 2025, highlighting various companies and their strategic moves [3] Group 1: Company Developments - Trump criticized the Biden chip law, suggesting the $52.7 billion funding should be used to pay off debt instead, while announcing TSMC's plan to invest $100 billion in the U.S. over four years [5] - Microsoft is actively developing AI inference models to enhance its competitiveness against OpenAI [6][7] - Amazon AWS has formed a new team focused on agentic AI, which is expected to become a billion-dollar business [8][9] - Wayve, a UK autonomous driving startup, is expanding into Germany with a new testing and development center [10][11] - Figma is in talks with banks for an IPO in 2025, with annual recurring revenue expected to exceed $700 million [12][13] - McDonald's is undergoing a large-scale AI transformation across its 43,000 restaurants to improve operations [14][15] - Apple launched a new MacBook Air with the M4 chip, while delaying some AI improvements for Siri until 2026 [17][18] - Musk's xAI purchased a property in Memphis to support its supercomputer expansion [19][20] - Onsemi proposed to acquire Allegro MicroSystems for $6.9 billion, but Allegro's board deemed the offer insufficient [21][23] - Logility received a $15 per share acquisition offer, higher than a previous agreement with Aptean [24][25] - Corning is collaborating with U.S. solar manufacturers to produce domestically made solar panels [26][28] - Logitech announced a $2 billion stock buyback plan, reflecting confidence in future performance [29][30] - Avride is expanding its autonomous taxi fleet in partnership with Hyundai [31][32] - CoreWeave is acquiring AI developer platform Weights & Biases for an estimated $1.7 billion [33][34] - Malaysia is paying $250 million to Arm Holdings for chip design blueprints, marking a shift towards high-end design [35][36] - MIPS is focusing on robotics and chip design, launching the Atlas product line for AI applications [37][38] - Microchip Technology announced a restructuring plan, including 2,000 layoffs due to declining demand from automotive clients [39][40] Group 2: Investment and Financing - Anthropic completed a $3.5 billion Series E funding round, reaching a valuation of $61.5 billion [42] - Axelera AI received €66 million from the EU to develop AI inference chips [44][45] - Epirus raised $250 million in a Series D funding round to expand its anti-drone system production [46] - Areim's EcoDataCenter secured $478 million for sustainable data center development [47][48]

Investment Rating - The report maintains a "Recommendation" rating for the semiconductor and semiconductor production equipment industry [4] Core Insights - The overseas AI chip index fell by 7.6% this week, influenced by Nvidia's lower-than-expected guidance for the next quarter and a decline in expectations for increased tariffs in the U.S. [1] - The domestic AI chip index decreased by 1.7% after a significant rise the previous week, indicating stability among domestic AI chip companies [1] - The storage chip index rose by 3.5%, driven by increased demand in humanoid robots, autonomous driving, and consumer AI sectors [1] - The report highlights significant revenue growth for Nvidia, with 2024 revenue reaching $130.5 billion, a year-on-year increase of 114% [3] Market Indices - The overseas AI chip index experienced a decline of 7.9% this week, following a 3.8% drop the previous week [9] - The domestic A-share chip index saw a decrease of 1.7% after a 12.3% increase last week [9] - The server ODM index fell by 10% this week, influenced by Nvidia's disappointing guidance and tariff concerns [10] - The domestic storage chip index increased by 3.5%, supported by rising demand in various AI-related sectors [12] Industry Data - Taiwan's top four foundries reported Q4 2024 revenue of $29.41 billion, with an expected decline to $27.71 billion in Q1 2025, a 5.8% quarter-on-quarter decrease [20] - The global generative AI chip market is projected to exceed $125 billion in 2024 and $150 billion in 2025, with a potential to reach $1 trillion by 2030 [21] - The HBM chip market is expected to reach approximately $15 billion in 2024, with a CAGR exceeding 60% over the next five years [21] - Global server shipments are anticipated to reach approximately 14.89 million units in 2024, with a year-on-year increase of about 3.16% [25] Major Events - Nvidia disclosed a revenue of $130.5 billion for 2024, with a net profit of $72.9 billion, marking a year-on-year increase of 145% [31] - Tesla's Full Self-Driving (FSD) feature is set to launch in China, initially available on select models [3] - Apple announced plans to invest over $500 billion in the U.S. over the next four years, focusing on AI infrastructure and computing chips [3] - Xiaomi launched two flagship products, the Xiaomi 15 Ultra smartphone and the Xiaomi SU7 Ultra electric vehicle [36]